Donald G. Creech

INVESTOR RESOURCES

PORT ORCHARD, WA

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CRD#: 56876

Professional summary

Donald Gaylen Creech, AIF®, CFP®, who also goes by Don Creech, is a registered financial advisor currently at INVESTOR RESOURCES INC located in Port Orchard, Washington.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Donald has worked at 9 firms and has passed the Series 63, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Creech

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Donald Creech Consulting; investment-related; 2323 Alaska Ave E, Port Orchard, WA 98366; investment consulting; President and Owner, started 06/1990; approximately eight hours per month, four during securities trading hours; send pre-market analysis to advisors around the country.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Gaylen Creech's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

December 4, 1990 - Present

INVESTOR RESOURCES INC

Office #2: 22722 29th Drive Se Suite 100, Bothell, WA 98021

RIA

CRD#: 110766

PORT ORCHARD, WA

Past

January 25, 1990 - November 14, 1990

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Past

November 19, 1989 - January 12, 1990

OSAIC WEALTH, INC.

CRD#: 23131

Past

April 30, 1979 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 27, 1978 - May 25, 1979

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

January 13, 1978 - November 2, 1978

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

Past

March 13, 1975 - October 25, 1977

FIRST COLUMBIA CORPORATION

CRD#: 6443

Past

January 25, 1974 - April 10, 1975

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

July 9, 1973 - January 31, 1974

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

Past

September 21, 1970 - August 29, 1971

INDUSTRY SAVINGS PLANS, INC.

CRD#: 425

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/17/2012)

IAR

Washington
(12/4/1990)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/28/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 2/17/1969

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/18/1983

General Securities Principal Examination

Current Firm

INVESTOR RESOURCES INC

CRD#: 110766 / SEC#: 801-38059

RIA

Registered Investment Advisory firm - (7/2/2012 Terminated)

Arizona

Registered Investment Advisory firm - (5/15/2012 Approved)

Texas

Registered Investment Advisory firm - (10/17/2012 Conditional Restricted)

Washington

Registered Investment Advisory firm - (6/29/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

22722 29th Drive Se Suite 100, Bothell, WA 98021

Mailing Address

Phone number

(360) 895-9119

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 49,774,889

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Donald G. Creech

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Gaylen Creech's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

E. F. HUTTON & COMPANY INC

PACIFIC WEST SECURITIES, INC.

FIRST COLUMBIA CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

KMS FINANCIAL SERVICES, INC.

INDUSTRY SAVINGS PLANS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/28/1982

Series 1

Date: 2/17/1969

Series 24

Date: 2/18/1983

Current Firm

INVESTOR RESOURCES INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTOR RESOURCES INC

TRUST BUT VERIFY

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